ABOUT YOU

While experience in customer service isn’t essential as training will be provided, it would definitely get you extra brownie points. A can-do attitude is a must, as is a passion for delivering the best service, going above and beyond to help your colleagues and our clients.

• Excellent written English and confident telephone manner
• Ability to work independently, as well as part of a cross-functional team
• A keen eye for detail and ensuring output is of the highest quality
• Well organised and loves a challenge
• Experience using Microsoft Office (mainly Outlook, Word, Excel and PowerPoint)

Bonus points if you have:

• Experience working within a customer service or similar support role
• Experience using Microsoft Planner or HubSpot CRM

No day will be the same, so most of all we are looking for someone who is open minded and versatile, who will tackle any task with finesse, whilst continuously striving for innovation and improvements.

ABOUT US

Verve offers a range of services to financial planners and ultimately works towards two key aims; to help support good quality financial advice firms to grow and develop, and to attract new people into financial services and help train them up, for the benefit of the future of the profession.
Across all departments, we approach financial services with a innovative and positive outlook; our focus is on relentlessly improving and never settling for just doing what has always been done. We’re passionate that more people can and should benefit from advice, and it’s our mission to make it more accessible for them.
We offer a range of benefits to permanent employees to ensure our team feels supported and motivated. We reward loyalty and offer enhanced benefits to reward employees who choose to grow their career with us, but as standard these include…

We’re looking for a junior administrator to join our growing Client Support Team based in our Darlington office. You will play a key part in our clients’ journey by being one of the first points of contact for clients and will become an advocate for all products and services that we offer to firms in the financial services industry.

You will report to the Client Experience Lead but will be well integrated across the business and will support multiple departments, with key responsibilities including:

• Handling all client queries via phone and email
• Assisting with diary bookings for several consultants across the business
• Keeping our relevant CRM systems up to date
• Supporting with webinar and event administration
• Ensuring the smooth onboarding / offboarding client experience

In this role, our clients will be your number one priority - so everything you take on will be to enhance the overall client experience, whether that be current processes or ideas for new ways.